Conferences

Seeking to constantly raise professional standards and to propagate best practices, SHOOK events provide the ideal setting for the best Wealth Advisors & industry leaders to share their ideas.

Forbes/SHOOK Top Advisor Summit 2018

Bellagio, Las Vegas
February 27 — March 1, 2018
Details coming soon.

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NEW EVENT!!

Forbes/SHOOK Top Next-Gen Advisor Summit

tickets available here

Forbes/SHOOK Top Next-Gen Summit

 

GENERAL INFORMATION
 
Attendees: All millennial advisors and Top Advisors
 
Locations
Forbes/SHOOK: U. Mass Club (1 Beacon St.)
Forbes U30: Central meeting place: City Hall Plaza (other session locations: Faneuil Hall, MIT & U. Mass Club)
 

Attire: Casual; dress warm for Sunday night music fest; lots of walking on Boston’s cobblestone streets. 


Recommended Hotels: Omni Parker & Kimpton Nine-Zero are close proximity to U. Mass club & 9 min. walk to City Hall Plaza. 
Other nearby hotels: The Bostonian Boston, Harborside Inn, Club Quarters Hotel in Boston, Ames Boston Hotel, Curio Collection by Hilton 5, XV Beacon Hotel
 
CE Credits: Attendees of the Forbes•SHOOK can apply for CFP® credits & IMCA® credits (toward CIMA®/CIMC®/CPWA® designations).

 

SCHEDULE OF EVENTS

 

SUNDAY  Oct. 1 (Location: City Hall Plaza)


5:00-10:00pm  Music Fest — Look for SHOOK VIP Tent (gate opens at 3pm)
  Entertainment: Zedd + Playboi Carti + Skylar Grey
 

MONDAY  Oct. 2  (Location: U. Mass Club, 1 Beacon St.)
 
(Morning: attend Forbes sessions; your ticket is all-access when SHOOK is not in session.)
 
1:30-1:45pm Welcome Remarks: R.J. Shook (Founder, SHOOK Research & Forbes Contributor)

1:45-1:50pm SHOOK “Ones”: Top Next Gen shares #1 idea
       – Tyler Lane (Merrill)

1:50-2:15pm Guest Speaker: Ray Dalio, legendary investor (Founder, Bridgewater)

2:15-2:20pm
SHOOK “Ones”: Top Next Gen shares #1 idea
       – Sara Rajo Miller (RIA, Miracle Mile Advisors)

2:20-2:45pm SHOOK Talks — The “Next-Gen Ones” 
The # 1 Next-Gen Advisor and #1 Woman share their approach to building their practice…and staying on top. 
       – Adam Merino (Morgan)
       – Rachel Gottlieb (UBS)

2:45-2:55pm SHOOK Talks: Philanthropy—Top Next-Gen Making a Difference
       Blair Cornell (UBS)  “Joy Ride”
   
2:55-3:10pm Networking/Refreshments
   
General Sessions

3:10-3:15pm
SHOOK “Ones”: Top Next Gen shares #1 idea
       John Mele (Morgan)

3:15-3:40pm The Masters: Getting to the top…and going higher! Insights (and mistakes to avoid) from America’s Top-Ranked Advisors. 
       – Jeff Erdmann (Merrill, current #1 FA)
       – Hank McLarty (Gratus, Top RIA)
       Moderator: Robert Bruno (First Eagle)

3:40-3:45pm
SHOOK “Ones”: Top Advisor shares #1 idea: Victor Livingstone (Morgan)
 
3:50-4:25pm Breakout Sessions 

  1. MIT AgeLab: Aging & Technology: Content: Aging and Technology as it relates to family dynamics within your client base. For the next generation of retirees, one question will trump all others: How do you add life to longer lives? This presentation explores five ways technology can change how your clients age in Retirement. Hartford Funds

 

2. Building a team to address needs of multiple generations.  
       Rees Mason (Merrill) & Varun Marneni (Raymond James). Moderator: Carl Petty, WisdomTree
 
  3. Building a world-class team: hiring, structures, compensation. 
       – Kyle Cauoette (UBS)
       – Jared Policastro (Morgan Stanley)
       – Ryan Weber (Raymond James) 
       Moderator: Rob Bruno First Eagle
   
4:25-5:05pm Roundtable Discussions 
Join a Top-Ranked advisor and fellow next-gens for an open “best practices” discussion—be prepared to share your business model…and biggest challenges.
   
5.05-5.15pm Break
   
5:15-6:00pm Welcome to “SHOOK-Tank” — our Ones “Open Mic session!!”– be prepared to share your #1 idea* in 90 seconds
(Prizes: audience will select 2 winners & R.J. will write Forbes article** about each)
Panelists
       – Paul Pagnato, Top RIA (PagnatoKarp)
       – Paul Santucci (UBS), Managing Director and Head of Field Development & Productivity
       – Crystal Ho (Morgan Stanley)
       – Josh Glass (Wells Fargo Advisors)
  Hosts: R.J. Shook & Steve Samuels (Merrill Lynch), Managing Director
    (*Ideas can include: practice management, prospecting/marketing, investment related, etc. We will help to get approvals from firm.)
 
Evening Activities  (Location: Fenway Park)
7:00pm Dinner at Bleacher Bar (at Fenway Park; bring your event credential)
9:00-11:00pm Pub Crawl (inside Fenway Park; bring your event credential)

TUESDAY
 Oct. 1  (Location: U. Mass Club, 1 Beacon St.)

9:00-9:30am (Bonus Session) WisdomTree — Optimizing the growth of your business by enhancing your online presence.
 
General Sessions
 

9:30-9:40am Welcoming Remarks — R.J. Shook


9:40-9:45am
SHOOK “Ones”: Top Next Gen shares #1 idea
       Vikas Mohindra (Merrill)

9:45-10:15am Paul Tudor Jones, legendary investor (Tudor Investments)

10:15-10:20am
SHOOK “Ones”: Top Next Gen shares #1 idea
       Ryan Long (UBS)

10:20-10:50am Using social media to enhance relationships and build your practice
       – Sara Rajo Miller (Miracle Mile Advisors)
       – Jacob Dunn (Merrill)
       Moderator: Ramzi Nuwayhid (Merrill)

10:50-10:55am
SHOOK “Ones”: Top Next Gen shares #1 idea
       Matt Gallo (Merrill)
 
10:55-11:10am Networking/Refreshments
   
11:10-11:15am
SHOOK “Ones”: Top Advisor shares #1 idea
       Mary Mullen (Merrill)

11:15-11:45am
Investing in Today’s U.S. Equity Markets: Taking Advantage of the Disparity Between Cheap and Expensive.
Will assess current market valuations, the macro backdrop and discuss investment opportunities in equity markets in the US and abroad.”
Joel Greenblatt, long-time value investor and co-CIO of Gotham Asset Management
       – Brian Levitt, Oppenheimer Funds Senior Investment Strategist
       Moderator: Pat Dwyer, Merrill & Top Advisor
11:44-11:50am SHOOK “Ones”: Top Next Gen shares #1 idea
       James Schneiderman (Morgan Stanley)

11:50-12:25pm Fastest Growing Next-Gens
       – Tony Carpentieri (Merrill)
       – Sarah Damsgaard (JPM),
       – Jason Minglegreen (Stifel) 
12:25-12:30pm Closing Remarks
 
Afternoon — attend Forbes sessions (your ticket is all-access when SHOOK is not in session)

Afternoon — attend Forbes sessions 

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Click here for Forbes Agenda

Forbes speakers (you have full access when SHOOK is not in session):

·     Ashton Kutcher, Actor, Founding Partner of Sound Ventures

·    Evan Rachel Wood, Emmy Nominated Actress and Star of HBO’s Westworld

·    J. Craig Venter, PhD, Co-Founder, Executive Chairman, Head of Scientific Strategy, Human Longevity,

·    DeRay McKesson, Civil Rights Activist

·    John Logan, Team Magician for the New England Patriots

·    Ryan Williams, Co-Founder & CEO, Cadre

·    Natalia Oberti Noguera, Founder & CEO, Pipeline Angels, and Creator & Host, Pitch Makeover

·    Christina Wallace, VP, Growth at Bionic and Co-host of the Forbes Podcast The Limit Does Not Exist

·    Ann Wang, CEO & Co-founder, Enrou

·    Lauren Schulte, Founder & CEO, The Flex Company

·    Erika Jensen, Co-Founder & Head of Marketing, The Flex Company

·    Marcela Sapone, Co-Founder & Chief Executive Officer, Hello Alfred

·    Ayah Bdeir, Founder and CEO, littleBits

·     Guy Oseary, Founding Partner of Sound Ventures

·     Paul Tudor Jones, Founder, Tudor Investment Corporation

·     Ray Dalio, Founder, Bridgewater Associates

·     Anne Wojcicki, Co-Founder and CEO of 23andME

·     Sophia Amoruso, Co-Founder and CEO of Girlboss Media

·     Bozoma Saint John, Chief Brand Officer of Uber

·     Lilly Singh, YouTube Star

·     Tyler Oakley, YouTube Personality and The New York Times Bestselling Author

·     T.J. Miller, Actor and Comedian

·     Asia Kate Dillon, Actor and Star of Showtime’s Billions

·     Dr. Ruth Westheimer, Sex Therapist, Media Personality and Author

·     Seth Moulton, Massachusetts Congressman

·     John Chambers, Executive Chairman of Cisco Systems

·     Emily Weiss, Founder & CEO of Glossier

·     Daniel Boulud, Chef & Restaurateur

·     Brad Katsuyama, Co-Founder & CEO of IEX (The Investors Exchange)

·     John Sculley, Former CEO of Apple and Chairman of RxAdvance

·     Meghan McCain, Co-Host of FOX News Channel’s Outnumbered

·     Saket Modi, Co-Founder & CEO of Lucideus

·     Tamika Mallory, Civil Rights Activist and Co-President of The Women’s March


 

 

 

forbes-summit-circle

Encore at Wynn Resorts
Las Vegas
March 15-17, 2017

Thank you for joining us in Vegas!!

Sold out/oversubscribed in less than 3 weeks.
Forbes survey: 94% gave us their highest rating.

Coverage by CNBC & Forbes
    – “Best industry event ever!”
     – “By far my favorite conference”
     – “Best speakers”
     – “I’m definitely coming back next year”
     – “…a notebook full of ideas!”
     – “Best industry insights I’ve heard at a conference”
     – “By far my favorite conference!”
     – “All-time favorite event I’ve ever gone to”
     – “Thank you Forbes & Shook…a game-changer”

Guest speakers: 
     – Keynote: Steve Forbes
     – R.J. Shook — Founder, President, SHOOK Research
     – Marc Lasry — Avenue Capital
     – Jamie Dinan — York Capital
     – Rick Rieder — Blackrock
     – Anthony Scaramucci — Senior Advisor to the President of the United States
     – Howard Marks — Oaktree
     – Joel Greenblatt — Gotham
     – Brian Wesbury — Chief Economist, First Trust Advisors
     – Gary Kaminsky — Co-Host Wall Street Week, Contributor to Fox Business & News
     – …plus the highest rated Advisors and RIAs sharing best practices.


Forbes features SHOOK’s 2016 Top Philanthropic Givers Ranking — Click Here.

SHOOK/Forbes Summits:

  • Top Advisors Summit
  • Top Millennials Summit
  • Top Women Advisors Summit
  • Top Independent Advisors Summit
  • Top Teams Summit
  • Philanthropy Summit

Regional Events:

  • San Francisco
  • Los Angeles
  • Houston
  • Atlanta
  • Chicago
  • New York
  • South Florida